Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending tax seminars, in order to continually look for ways to minimize taxes throughout the year, not just at the end of the year.

Schedule an Appointment

How can we help you? Call us at 618-833-2721 or leave us a message.

Send us a file

Safely and securely send us your tax documents for us to review.

Our Planning Services

Estimated tax calculations

Individual Tax Planning

Estate Tax Planning

Business Tax Planning

Pension Plan and Employee Benefit Plan reporting

Federal 5500-C/R and 5500-EZ